Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Screen Fields

Use the fields in the header area to enter a tolerance percentage so you can change the exchange rate within that percentage at the time you enter the expense.

You can also use this screen to set up currency schedules. You need to do this before adding Expense Report Types, before adding batch expenses that use a different transactional currency, and before adding expense reports that have different transactional currencies. You can have as many currency schedules as necessary.

Screen Fields

Field Description
Schedule Code

Enter a 10-character uppercase alphanumeric currency schedule. Each code must be unique.

Description

Enter up to 30 characters for a currency schedule description.  You should make descriptions as short as possible and properly capitalize them because they are used in drop-down list and as column headings for reports and inquiries.

Tolerance %

The percentage entered here will allow you to change the exchange rate. If you have rights to change the rate, you will be allowed to modify it by the percentage specified here.

Active

Select this check box to make the currency schedule active and available for use in the system.